Manage Money
MMB Portfolio Dividend & Interest Income – 2024 Year-End Update — My Money Blog
Here’s my 2024 Year End income update as a companion post to my 2024 Year End asset allocation & performance...
Avoid Penalties and Legal Risks
Filing tax returns is a fundamental responsibility of every taxpayer, yet many individuals find themselves with unfiled tax returns. This...
DIY Robo-Advisor, $75 Referral, ACAT Transfer, 1-Year APY Boost Bonuses — My Money Blog
Update with New Year’s promotions. I’ve tried out my share of robo-advisors, which always sounded nice in theory but I...
Future sales tax trends
Every new year brings a ton of developments in all varieties of tax. Sales tax – driven by burgeoning eCommerce,...
MMB Portfolio Asset Allocation & Performance – 2024 Year-End Update — My Money Blog
Here’s my Year End 2024 update for our primary investment holdings, including all of our combined 401k/403b/IRAs and taxable brokerage...
Who is Best to Help with Back Taxes?
Struggling with back taxes can feel overwhelming, but the right professional help can make all the difference. Whether you owe...
Annual Broad Asset Class & Target Fund Returns — My Money Blog
Happy New Year! Let’s see how the year went for the broad asset classes that I track. Per Morningstar, here...
TaxConnex Announces Two New Product Lines Along with a Redesigned Website and New Messaging
TaxConnex is paving the way for a new category of sales tax management services – UPSOURCING. Building on our strong...
500 Mile Bonus For Joining Waitlist (No Commitment) — My Money Blog
Alaska Airlines is teasing a new credit card, currently called the “Alaska Airlines Premium Credit Card”, and you can get...
What is IRS Penalty Abatement?
The IRS imposes penalties on taxpayers for various reasons, including failing to file a tax return on time, failing to...
Last-Minute Healthcare FSA Reminder (Average Loss $441!), Amazon $10 FSA Offer — My Money Blog
Updated for 2024, new $10 Amazon bonus. Here’s a year-end reminder to get back all the money sent into Healthcare...
New year, new sales tax obligations
The excitement of year’s end can push all kinds of taxes to the back of your mind. But it’s a...
